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NFP Retirement Inc’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

NFP Retirement Inc’s Portfolio HYS Stock Details HYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Buy
32,063
+42
+0.1% +$3.93K 0.16% 83
2026
Q1 		$2.99M Sell
32,021
-239
-0.7% -$22.5K 0.18% 81
2025
Q4 		$3.06M Sell
32,260
-1,804
-5% -$171K 0.19% 76
2025
Q3 		$3.26M Sell
34,064
-3,210
-9% -$305K 0.21% 68
2025
Q2 		$3.54M Sell
37,274
-733
-2% -$68.2K 0.23% 67
2025
Q1 		$3.56M Buy
38,007
+4,112
+12% +$388K 0.28% 52
2024
Q4 		$3.18M Buy
33,895
+1,826
+6% +$173K 0.25% 57
2024
Q3 		$3.06M Buy
32,069
+4,382
+16% +$412K 0.25% 59
2024
Q2 		$2.57M Sell
27,687
-68
-0.2% -$6.29K 0.22% 65
2024
Q1 		$2.59M Buy
27,755
+436
+2% +$40.6K 0.22% 65
2023
Q4 		$2.54M Buy
27,319
+1,248
+5% +$113K 0.43% 50
2023
Q3 		$2.35M Buy
26,071
+9,089
+54% +$826K 0.45% 54
2023
Q2 		$1.55M Buy
16,982
+413
+2% +$37.3K 0.29% 73
2023
Q1 		$1.51M Buy
16,569
+1,375
+9% +$125K 0.3% 70
2022
Q4 		$1.36M Buy
15,194
+11,405
+301% +$1.02M 0.3% 75
2022
Q3 		$331K Buy
3,789
+852
+29% +$77.1K 0.08% 171
2022
Q2 		$260K Buy
+2,937
New +$272K 0.07% 193

Other funds holding HYS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

NFP Retirement Inc's HYS Position: Q2 2026 in Review

NFP Retirement Inc increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.13% in Q2 2026, buying an estimated $3.93K and bringing the position to 32,063 shares worth $3M. The position accounts for 0.16% of the portfolio, ranked #83.

NFP Retirement Inc first reported a position in HYS in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.56M in Q1 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • NFP Retirement Inc held 32,063 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $3M as of Q2 2026.
  • NFP Retirement Inc bought 42 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $3.93K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.16% of NFP Retirement Inc's portfolio in Q2 2026, its #83 holding.
  • NFP Retirement Inc first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $3.56M in Q1 2025.
  • 264 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.